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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Jacquilyn Egholm (CRD# 6040493) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oconomowoc, WI and has over 10 years of experience in the finance industry.
Kelly Eickstead (CRD# 6724945) is an Investment Advisor Representative working at Edward Jones in Beloit, WI and has over 7 years of experience in the finance industry.
Nathan Eisner (CRD# 4997447) is an Investment Advisor Representative working at Edward Jones in Sun Prairie, WI and has over 18 years of experience in the finance industry.
Brady Endl (CRD# 5538586) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Watertown, WI and has over 15 years of experience in the finance industry.
Peter Engstrom (CRD# 4332592) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Mukwonago, WI and has over 23 years of experience in the finance industry. Peter Engstrom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Entwistle (CRD# 6692480) is an Investment Advisor Representative working at Lpl Financial LLC in Elkhorn, WI and has over 7 years of experience in the finance industry.
Brian Fanning (CRD# 1142041) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Geneva, WI and has over 40 years of experience in the finance industry.
Scott Farrow (CRD# 4912779) is an Investment Advisor Representative working at Geneva Partners, LLC in Lake Geneva, WI and has over 19 years of experience in the finance industry.
Eric Felth (CRD# 3117323) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Jefferson, WI and has over 23 years of experience in the finance industry.
Thomas Fendrick (CRD# 3004677) is an Investment Advisor Representative working at Edward Jones in Stoughton, WI and has over 26 years of experience in the finance industry.